Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Tactical Asset Allocation Moderate | NA | 2.85% | 3.46% | 1.36% | 1.95% | 4.16% | 5.30% | 5.51% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 2.85 | 3.46 | 1.36 | 1.95 | 4.16 | 5.30 | 5.51 | -0.76 | 18.29 | -16.72 | 11.86 | 2.74 | 9.44 | -4.95 | 12.98 | 6.32 | -5.42 | -0.32 | 11.57 | 15.38 | -3.95 | 5.65 | 19.81 | -12.54 | 14.05 | 21.04 | 10.64 | 8.21 | 23.06 | -3.03 | 2.31 |
| Sharpe Ratio | NA | 0.94 | 0.11 | 0.24 | 0.25 | NA | NA | 0.63 | -0.12 | 1.62 | -1.75 | 1.27 | 0.22 | 1.27 | -0.81 | 2.56 | 0.96 | -0.87 | -0.06 | 1.58 | 2.37 | -0.41 | 0.58 | 2.53 | -2.56 | 1.05 | 2.49 | 1.57 | 0.90 | 4.83 | -0.91 | 0.01 |
| Standard Deviation(%) | NA | 8.78 | 9.43 | 9.44 | 8.00 | NA | NA | 7.56 | 8.81 | 8.67 | 10.38 | 9.28 | 11.45 | 6.31 | 7.77 | 4.81 | 6.38 | 6.29 | 5.82 | 7.28 | 6.46 | 9.81 | 9.51 | 7.80 | 5.25 | 10.55 | 7.14 | 5.41 | 8.04 | 4.63 | 4.56 | 0.05 |
| Draw Down(%) | NA | 7.51 | 17.61 | 22.60 | 22.60 | NA | NA | 22.60 | 2.31 | 7.51 | 17.36 | 5.68 | 22.60 | 4.47 | 11.02 | 3.01 | 5.37 | 8.71 | 7.64 | 7.05 | 6.72 | 11.47 | 8.27 | 3.93 | 14.23 | 8.33 | 8.74 | 4.75 | 9.04 | 2.54 | 6.39 | 0.00 |
| Yield(%) | NA | 6.22 | 5.61 | 5.34 | 4.61 | NA | NA | 3.80 | 0.00 | 6.59 | 2.01 | 8.46 | 2.89 | 7.20 | 3.75 | 0.71 | 4.56 | 3.82 | 6.49 | 3.21 | 6.02 | 3.25 | 2.42 | 1.89 | 0.93 | 7.07 | 5.01 | 3.15 | 1.84 | 2.94 | 0.94 | 2.31 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Tactical Asset Allocation Moderate |
-2.61%
Oct 2017 - Oct 2020 |
-0.23%
Mar 2015 - Mar 2020 |
1.95%
Oct 2013 - Oct 2023 |
2.85%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Advanced Analogic Technologies Inc 401K Plan Tactical Asset Allocation Moderate |
18.25%
Oct 2004 - Oct 2007 |
16.41%
Oct 2002 - Oct 2007 |
9.69%
Jan 2003 - Jan 2013 |
8.19%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart